Ranking of leading stocks in new infrastructure
New infrastructure, all known as new infrastructure construction, mainly includes the following seven areas: 5G base station construction, ultra-high voltage, intercity high-speed rail and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. The following editorial brings the ranking of new infrastructure leading stocks, which is of great benefit to all of you, let's take a look together.
New Infrastructure Leading Stocks Ranking
Taiyuan Heavy Industry
Taiyuan Heavy Industry Co., Ltd. is mainly engaged in the main business of rail transportation equipment, lifting equipment, wind power equipment, excavation equipment, offshore engineering equipment, coke oven equipment, gear drive, rolling equipment, forging equipment, coal chemical equipment, construction machinery, Port machinery, oil film bearings, castings and forgings and other products and general contracting of engineering projects, the products are widely used in metallurgy, mining, energy, transportation, offshore, aerospace, chemical industry, railroad, shipbuilding, environmental protection and other industries. The main products are rolling and forging equipments, crane equipments, excavation and coking equipments, train axles and wheel pairs, oil film bearings, castings and forgings, gear transmission machinery, coal chemical equipments, wind power equipments, and complete sets of projects.
China Communications Construction
China Communications Construction Company Limited's main business is infrastructure design, infrastructure construction, dredging and equipment manufacturing business. in 2020, the company won the second prize of the national scientific and technological progress 2, the second prize of the national technological invention 1, the national high quality engineering award 34.
China Railway Industry
The main businesses of China Railway High-Tech Industry Co. are turnout business, steel structure manufacturing and installation business, tunneling construction equipment and related services business, and engineering construction machinery business; the company's main products are tunneling construction equipment and related services, engineering construction machinery business, turnout business, and steel structure manufacturing and installation business. The company is the industry's most knowledgeable construction equipment manufacturer and the most capable of manufacturing integrated service provider. The market share of the tunnel construction equipment and related services business has remained the first in China for many consecutive years, and the world's largest in terms of production and sales volume for three consecutive years in 2017-2019.
China Nuclear Construction
China Nuclear Industry Construction Corporation is one of the important contractors of China's national defense and military engineering, and is the enterprise with the longest history, the largest scale, and the highest degree of professional integration in the field of China's nuclear power engineering and construction, and is the only enterprise that has been engaged in uninterruptedly in the construction of nuclear power engineering and construction for more than 30 years in the country, and has always been a leading enterprise in the construction of nuclear power engineering and construction, and represents the nuclear power of China at the It has been the leading nuclear power engineering and construction enterprise, representing the highest level of China's nuclear power engineering and construction. Since the 1980s, the company has constructed the nuclear island projects of all active nuclear power units in China, occupying an absolutely dominant position in the industry for a long time. With China's installed nuclear power capacity and the scale of nuclear power under construction jumping to the forefront of the world, the company has grown into an internationally renowned nuclear power engineering and construction enterprises, and is China's competitive advantage in the global nuclear power industry with industry representation. At the same time, the company is committed to extending the strong engineering construction capacity and construction experience formed in the nuclear power engineering construction, and actively explores the industrial and civil engineering construction market, and has undertaken a large number of national key engineering projects in the fields of petrochemical, energy, metallurgy, building materials, housing construction, municipal services and infrastructure construction, etc., and has become a brand name enterprise with strong influence in the field of industrial and civil engineering. The Company's engineering quality level is in the leading position in the industry and has won a series of honors in the field of nuclear power engineering and industrial and civil engineering construction. As of the signing date of this prospectus, the company has won 10 Luban Awards, the highest honor in China's construction industry, 69 national quality engineering awards, 64 provincial and ministerial quality engineering awards, 306 national patent authorizations, 28 scientific and technological achievements above the provincial and ministerial level, the company and its second-tier subsidiaries have undertaken 24 national scientific research projects of various types since 2011; and it has been approved to be the chief editor of 40 standards for the nuclear power industry.
Conggong Gaoke
Conggong Gaoke Maintenance Technology Co., Ltd.'s main business is the decision-making consulting services for highway maintenance, the production and sale of road condition rapid detection equipment, highway maintenance information system development and sales. The company's main products or services are multi-functional road condition rapid inspection system (CiCSI), full cross-section road condition rapid inspection system (CiCSIII), rural highway intelligent inspection and evaluation system integrated equipment (CiCSIV), multi-functional road condition inspection system (CRiS), highway all-asset management system (CRMS series), regional highway network intelligent maintenance system (iRMS series), highway Maintenance Analysis Platform (CMAP series), Universal Highway Data Collection Software (RDR), Network-level Maintenance Decision-making Consulting Service, and Project-level Maintenance Decision-making Consulting Service.
CEC
The main businesses of China Electric Power Construction Company Limited are engineering contracting and survey and design, power investment and operation, real estate development, equipment manufacturing and leasing. The main products are engineering contracting and survey design, power investment and operation, real estate development, equipment manufacturing and leasing.
China Railway Corporation
China Railway Corporation is a Chinese company primarily engaged in the infrastructure construction business. The company is also engaged in survey, design and consulting services, engineering equipment and parts manufacturing, and real estate development. Its infrastructure construction business includes railroad, highway and municipal engineering construction business. Its investigation, design and consulting services business includes the investigation, design and consulting services for railroad, bridge, highway and tunnel projects. The company operates in the PRC and overseas markets.
CHINA CHEMICAL
China Chemical Engineering Corporation is a knowledge-intensive engineering and construction enterprise integrating research and development, investment, survey, design, procurement, construction and operation, and is currently the industry's most qualified and functional engineering company with the most complete business chain and relatively intensive knowledge and technology, and its business areas mainly include construction engineering (chemical engineering, infrastructure, environmental governance), industrial and modern service business, engineering performance throughout all provinces of China and more than 50 countries and regions around the world. It adopts the world's most advanced delivery technologies and tools to provide owners with safe, professional, intelligent and advanced engineering services to build world-class modern production units and facilities.
Metallurgical Corporation of China
Metallurgical Corporation of China Limited (MCCL) is a Chinese company primarily engaged in engineering and construction-related businesses. The company's major businesses include engineering contracting, real estate development, resource development and equipment manufacturing. The company's engineering contracting business mainly includes metallurgical engineering, municipal engineering, transportation facilities and urban infrastructure construction. Its real estate development business mainly includes the development and construction of commercial and residential real estate. Its resource development business mainly includes mining and processing of iron, copper, nickel, lead and zinc minerals. Its equipment manufacturing business mainly includes the manufacture of metallurgical equipment and steel structures.
Yinlong Stock
Tianjin Yinlong Prestressing Materials Co., Ltd. is mainly engaged in the research and development, production and sales of steel materials for prestressed concrete, rail boards and equipments, and its main products include steel wires, steel rods, stranded steel wires, rail boards, informatization management system and intelligent production and manufacturing equipments, which are mainly used in the domestic and foreign railroads, water transmission and distribution projects, bridges and other infrastructural constructions. The company and its products have been awarded the honorary titles of Tianjin Famous Brand Product, Tianjin Famous Trademark, China Well-known Trademark, Excellent Material Supplier, etc., and have high reputation among domestic and foreign customers. The company has a national enterprise technology center, a national laboratory, a national physical and chemical testing center and two well-known trademarks, Yinlong and Yuqiao, and has been rated as a national technology innovation demonstration enterprise.
New Infrastructure Leading Stocks
1, 5G base station construction
5G refers to the fifth generation of mobile communication technology, with high speed, low latency, large connection and other characteristics.
Equipment leader: ZTE Corporation
High-speed optical module leader: the intermediate Xuchuang
RF material leader: Sangyi Technology
Antenna leader: Feirongda
Optical communications leader: Fiber optic communications
Wireless radio frequency leader: Shennan Electric Road (PCB), Huden (PCB), Dongshan Precision (filter)
Wireless RF leader: SHENAN electric road (PCB), HU Dianshu (PCB), Dongshan Precision (filter)
Core network leaders: the first generation of 5G base station construction
5G is the fifth generation of mobile communications technology with high speed, low latency, large connections, etc. p>
Core network leader: Ziguang shares
2, ultra-high voltage
Extra-high voltage, refers to ± 800 kilovolts and above direct current and 1000 kilovolts and above the voltage level of alternating current.
Power equipment leader: Guodian Nanrui, Siyuan Electric, Xu Ji Electric
Transformer leader: TBEA, China Xidian, Baochang Electric
High-voltage switchgear: Pinggao Electric
Energy construction: China National Energy Construction
Electric power automation: Sifang shares
3, high-speed railroads and urban rail transportation
High-speed rail: Beijing-Shanghai high-speed rail, China CNR, China Tongzhou, China Railway Industry
4, new energy vehicle charging piles
Charging piles are similar to gasoline dispensers, which can charge electric vehicles. With the continuous promotion of electric vehicles, the charging pile still has a broad prospect.
Charging piles: Zhongding shares, Zhongheng Electric, Goodway, Sunny Power, TBEA, Sugo shares
5, big data center
Internet Data Center, InternetDataCenter in English, referred to as IDC, there is a huge industrial chain.
Data Center: Dawning of China Science and Technology, massive data, data port, Radio and Television Networks, Kehua data, halo new network
Cloud Computing: Guanglianda, UFIDA, Kingsoft Office, Hengsheng Electronics, Baoxin Software, Zilight Stock
6, Artificial Intelligence (AI)
Speech Recognition Leader: KDDI
Security leader: Hikvision
Network security leader: Three Six Zero
Chip leader: Lancel Technology, Beijing Junzheng
Map navigation leader: four-dimensional map new
Server leader: Wave Information
Medical information technology leader: Donghua Software
Intelligent robotics leader: Ziguang
7, the industrial Internet
Industrial Internet is the information infrastructure for the development of industrial intelligence.
Industrial Internet: Industrial Fulian, Baoxin Software, UFIDA Networks, Dongfang Guoxin
What is an infrastructure stock?
Infrastructure stocks are stocks listed in the capital construction companies.
Basic construction refers to the expanded reproduction of fixed assets in all sectors of the national economy for the development of production, that is, all sectors of the national economy for the increase in fixed assets for the construction, acquisition and installation of the work of the general term.
For example, the new construction of highways, railroads, bridges, and various types of industrial and civil buildings, reconstruction, expansion, restoration projects, as well as the purchase and installation of machinery and equipment, vehicles and ships, and the work related to it, are called capital construction.
A shares of infrastructure stocks are many, such as Chengdu Road and Bridge (002628), Chongqing Construction Engineering (600939), Shandong Road and Bridge (000498), Sany Heavy Industry (600031), Changlin (600710), Northwest Bearing (000595), Pangangang Vanadium (000629) and so on.
Expanded information:
Nine key areas of shortcomings of the board more than 300 million yuan of funds to snatch up the 10 infrastructure stocks:
A few days ago. The General Office of the State Council issued "on maintaining the infrastructure field to make up for the short board strength of the guiding opinions", clear to focus on poverty alleviation, railroads, highways and water transportation, airports, water conservancy, energy, agriculture and rural areas, ecological protection, social and livelihoods of the nine key areas of the short board, to accelerate the promotion of major projects that have been included in the planning.
Analysts believe that the impact of infrastructure short board is all-encompassing, will not only affect the adjustment of national and local government policies, but also on the investment and financing of enterprises, production and management behavior has a profound impact, and the A-share market, which encompasses many of the best companies in various industries, will also become the beneficiary of this policy.
Under the impetus of this policy favor, according to statistics found that the secondary market, yesterday's infrastructure plate overall rose 0.73%, 67 infrastructure stocks in the plate, *** there are 36 stocks to achieve gains. Among them, in the Di investment, Jiaxun Feihong two stocks have stopped, new Beiyang (4.65%), faraway Valley (4.57%), Inner Mongolia a machine (3.41%) 3 stocks rose more than 3%.
In addition, Xinzhu shares, East China numerical control, Guangha communications, radio and television traffic, high fighting civil explosion, China CNC, South Huitong and other stocks also have a good market performance, up more than 1%. Good market performance of the plate can not be separated from the field of large single capital pursuit. According to statistical data found that the plate *** 37 infrastructure stocks yesterday to achieve a net inflow of large single funds.
Which, China CNR (63.882525 million yuan), Inner Mongolia a machine (55.4793 million yuan), China Communications Construction (47.7639 million yuan), China Railway (30.3248 million yuan), Dongfang Rainbow (29.5566 million yuan), JIAXUN FEIHUANG (22.37010 million yuan), Farglory Valley (20.815 million yuan).
China Railway Construction (19,042,900 yuan), Fu An shares (18,307,200 yuan), Daqin Railway (12,807,500 yuan) 10 infrastructure stocks by more than 10 million yuan of large single funds sought, a total of 320 million yuan of gold. In addition, MaGang shares (9.9968 million yuan), Guangshen Railway (9.1616 million yuan), Yinjiang shares (8.9912 million yuan).
Zhongdi investment (8,839,500 yuan), Liyuan refinement (7,905,900 yuan), Tongding Interconnection (7,205,800 yuan) 6 infrastructure stocks large net single capital inflow of more than 7 million yuan. Performance, the above 67 listed companies, *** there are 43 companies in the 2018 third quarterly net profit to achieve year-on-year growth, accounting for 64.18%.
It is worth noting that Century Ruier (534.33%), Tianye Tonglian (151.74%), Xinzhu shares (116.29%), Ma Steel shares (103.79%) 4 companies have doubled their performance year-on-year in the three-quarter report. Further combing found that there have been 20 listed companies disclosed the 2018 annual report performance preview, the number of companies with good results reached 11.
Which, Boshen tools (140.00%), high alliance new material (123.90%), brilliant science and technology (119.77%) 3 companies are expected to achieve year-on-year doubling of net profit in the annual report. In addition, the new Beiyang, iron dragon logistics, axis research technology, new building shares, Oriental rainbow 5 companies are expected to report net profit of 50% year-on-year growth and above.
For Boshen Tools, the company expects the net profit attributable to shareholders of listed companies from January to December 2018 to be: 97,508,000 yuan to 122,590,400 yuan, with a change of 90% to 140% compared with the same period last year. Explanation for the change in performance: in the previous year, the Company only consolidated the net profit of Golden Bull Grinding from November to December 2017.
In the current year, Golden Bull Grinding has been fully included in the Company's scope of consolidation, and the Company's operating income and net profit have increased substantially compared with the previous year. Agency ratings, *** there are 21 infrastructure stocks recently given by the agency "buy" or "hold" and other bullish ratings. Among them, the Oriental Rainbow, Iron Dragon Logistics, Ma Steel, Guangzhou-Shenzhen Railway, Daqin Railway, the new Beiyang 6 infrastructure stocks during the period by the agency jointly optimistic.
Institutional bullish ratings are 5 and above. For the most bullish rating agencies Oriental Rainbow, Ping An Securities said, as a building waterproofing industry leading enterprises, benefiting from the management's superb execution and efficient management, performance will maintain steady growth. In addition, in the waterproof industry integration speed up the background, the future company's market share is expected to continue to improve.